| Name | Title | Contact Details |
|---|---|---|
Adam Pearson |
Executive Vice President, Information Security | Profile |
Common Wealth Credit Union is a Frankfort, KY-based company in the Financial Services sector.
New Millennium Bank is a Chicago, IL-based company in the Financial Services sector.
Synovus Bank is a Naples, FL-based company in the Financial Services sector.
National Bank Of California is a Los Angeles, CA-based company in the Financial Services sector.
Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial advisors seeking independence by offering compliance solutions, technology, and operational assistance. Kingsview Partners serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as institutional investors. The firm emphasizes fiduciary responsibility and transparent advice, ensuring that client interests are always prioritized.